About Us

Established in 2012, the team at Estate Financial Planning has many years’ experience providing practical financial planning advice to people, families and businesses in Surrey and the surrounding area.

We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Estate Financial Planning, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

 

Clive 

About Clive

At Estate Financial Planning I am the owner and Financial Planner. I have been helping people with Financial planning for over 30 years.

I enjoy working at Estate Financial Planning because I love seeing peoples’ financial future come to life because of the work that we have done together.

Before founding Estate Financial Planning, I worked for a couple of insurance companies and a national advice firm.

Fun fact: As well as leading the team, I also teach Karate.

Richard 

About Richard

At Estate Financial Planning I am a Mortgage Adviser and Financial Adviser. I have worked within the financial services industry for more than 15 years.

I enjoy helping people, that’s why I became a financial adviser. Finance can be a daunting subject at the best of times, so I try to help people understand by making it simple.

Before joining Estate Financial Planning, I achieved a degree in Management at University and worked as a manager in various multinational companies.

Fun Fact: I used to be a professional footballer.

Bill Webb

About Bill

I’ve recently joined Estate Financial Planning as a Mortgage Adviser.

I’ve been in the Finance industry for over 30 years and have a wealth of experience in the mortgage market.

I’m easy to talk to and happy to discuss your future plans, whether it is a simple re-mortgage or house purchase or something more complicated like equity release or capital raising.

Fun fact: In another life I qualified as an electrician. When I’m not working I am found on the golf course!

Simon Benson

About Simon

At Estate Financial Planning I am the Practice Manager. I am a fully qualified Financial Adviser having worked in financial services for 29 years.

I enjoy helping our team ensure we give our clients the best service possible and are available to help with any queries they may have.

Before joining EFP I worked as a Foreign Exchange and derivatives broker and proprietary trader.

 

Fun Fact: I was in a band called Blindshark.

 

Catherine Stevens

About Catherine

At Estate Financial Planning I lead on all things related to people and culture, I also support Clive and Simon to develop the business.

My experience is a bit different – I have 20 years experience in the UK and international non profit sector, including a stint in Tanzania. My most recent post was COO for a sustainability charity and I hope to bring that expertise to EFP.

At EFP I’m proud of our values and our supportive culture where people can thrive, grow and succeed.

Fun fact: I’m currently undertaking an advanced diploma in Coaching and when not in the office or studying, you’ll find me somewhere in the woods!

Abe Jaques

About Abe

At Estate Financial Planning I am a trainee Paraplanner supporting the Advisers by liaising with product providers and our clients to ensure we hold up to date, accurate data.

I enjoy working at Estate Financial Planning because I feel like I’ve inherited a passion for understanding how to help people achieve their financial goals. EFP is giving me the opportunity to train in the finance industry.

Before joining Estate Financial Planning, I struggled to find the relevance of academic study, preferring to quiz Dad about global financial issues.

Fun fact: I can play the drums.

Sarah Bunce

About Sarah

At Estate Financial Planning I am the Personal Assistant to Clive Jaques providing support to Clive and the EFP team.

I enjoy working at Estate Financial Planning with its very friendly, approachable team, who are always willing to help and support those around them.

I have over 20 years experience as a PA in many different industries prior to joining Estate Financial Planning.

Fun fact: I am a total animal lover and enjoy spending time outdoors.

 

Donna Pearson

About Donna

I joined Estate Financial Planning in November 2022 as an Administrator to support the Advice Team.

I enjoying working as part of the team and have really settled into a totally new Industry.

Before joining the team here at EFP I worked in a Dementia Care home as an Administrator

Fun Fact: I have completed the Virtual London marathon in each of the past two years.

CeCe 

About CeCe

At Estate Financial Planning I am the calming influence and mood modifier. I am responsible for wagging my tail at visitors and providing opportunity for my colleagues to take screen breaks by walking with me in the beautiful Surrey Hills.

I enjoy working at Estate Financial Planning because I get to share my office with my beloved daddy, Clive. And I love all the attention I get from my colleagues – even those who are not ‘doggy’ people.

Before joining Estate Financial Planning, I was only a young pup who cut my teeth by chewing my bed at home.

Fun fact: I’m told I am the only dog who doesn’t like chewing bones.

Layla 

About Layla

At Estate Financial Planning I am the smile generator, making people smile by grinning at them, lying on my back so that they can rub my tummy and wagging my tail at everyone.

I enjoy working at Estate Financial Planning because I have more people to get attention from, as well as daddy (Clive). I am very proactive and if I am not getting enough attention I go and find some.

Before joining Estate Financial Planning, I was only a young pup who cut my teeth chewing my bed – and I still chew anything!

Fun fact: I am working hard to get the team wrapped around my little paw, when I am not sitting on Cece and chewing her ears!

Want to know more?

Call us for a friendly chat on 01306 886 278 or email: admin@efp.london